What it's forAnswer “what do I owe?” for any owner in seconds, and see which lots are in arrears or credit.
Who it's forAccounts officers and administrators. Strata managers and portfolio managers can usually view.
Step by step
- Step 1: All lotsFinance › Lot ledger with Lot set to All lots shows each lot's Admin fund, Capital works, Balance, Overdue and Days. Click Overdue or Lots in credit to filter. Lots over 90 days get a red badge.
- Step 2: One lotPick a lot to see its entries: Date, Entry, Fund, Due, Charge, Credit, Balance and Still open. The header shows the unit entitlement, BPAY CRN and owner email, and a link to the Latest levy notice.
- Step 3: Charge interest duePress Charge interest due to charge interest up to today on overdue levies (it also runs automatically each month).
- Step 4: Add a chargeUse Add a charge for a Debt recovery cost, or (accounts managers) an Adjustment (+ charge, − credit). Enter fund, amount, dates and a description, then Post.
- Step 5: Write off or waiveOn a charge with an open amount, enter a Reason and confirm Write off (or Waive interest). A reversing entry is posted.
- Step 6: Apply creditIf a banner says credit isn't applied yet, press Apply it to open charges.
Common problems
Can I edit or delete an entry?
No. Entries are never edited or deleted; corrections are reversing entries, so the history stays complete for audit.
Previous and next follow the Finance section.